401(k) · DOL Form 5500 · 2022

Board of Trustees of Supplemental Income Trust Fund 401(k) Plan

Data updated 2026-08-25

$1.4B
Total assets Very large vs avg
28,894
Participants Very large workforce
99th
Percentile by assets National rank
$49,220
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Supplemental Income 401(k) Plan · Sponsored by Board of Trustees of Supplemental Income Trust Fund · California · Transportation & Warehousing

$1.4B in assets, 28,894 participants

Board of Trustees of Supplemental Income Trust Fund's Supplemental Income 401(k) Plan reported $1.4B in total assets and 28,894 participants in its 2022 DOL Form 5500 filing, ranking in the 99th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #3,823 in Transportation & Warehousing (3,876 peers)

Coverage in California

Supplemental Income 401(k) Plan covers 28,894 participants in California, 46x the typical California plan (state average ~630 per filing). Assets: $1.4B.

#3,823
in Transportation & Warehousing (3,876 peers)
-14.9%
assets change YoY
14×
vs typical plan assets (national mean)

The plan reported a net loss of $249M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Supplemental Income 401(k) Plan's outsized position by total assets

Supplemental Income 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$1,422,154,284 Top 1% higher than 99% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Supplemental Income 401(k) Plan's mega-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Supplemental Income 401(k) Plan is a mega filing (28,894 participants), the rightmost band on the breakdown.

Published 5500 schedule card

Filing strip 942554388 · Board of Trustees of Supplemental Income Trust Fund PY 2022 · 401(k)

Supplemental Income 401(k) Plan · $1.4B · 28,894 · 99th

  • EIN $1.4B
  • EIN 28,894
  • EIN 99th
  • EIN 401(k)
  • EIN near General Dynamics Corporation 401(k) Plan 3.0
  • EIN ind #3823

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Transportation & Warehousing retirement plans → · Plans in California →

Supplemental Income 401(k) Plan in the asset neighbourhood

Supplemental Income 401(k) PlanSupplemental Income 401(k) P…$1.4BGeneral Dynamics Corporation 401(k) Plan 3.0General Dynamics Corporation…$1.4BSidley Austin LLP Savings and Investment PlanSidley Austin LLP Savings an…$1.4BWesco Distribution, Inc. Retirement Savings PlanWesco Distribution, Inc. Ret…$1.4BProfit Participation Plan of Moody's CorporationProfit Participation Plan of…$1.4B
End-of-year total assets ($B) among Supplemental Income 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$1.7B
Net Assets (End of Year)$1.4B
Net Income-$249M
Employer EIN942554388
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of Supplemental Income Trust Fund)

Sponsor-wide plan assets over time

All Board of Trustees of Supplemental Income Trust Fund plans reported in each filing year

Latest sponsor-wide plan assets
$1.9B 31.22148391320389% vs 2022
2024 filing year
$1.2B$1.4B$1.6B$1.8B$2B 202220232024 $1.42B $1.87B ▲ +31.7%
Year Plans Participants Total Assets
2022 1 28,894 $1.4B
2023 1 30,285 $1.7B
2024 1 32,778 $1.9B

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Supplemental Income 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. 050000100000150000200000250000 -1001020304050 Total assets ($B) Participants Supplemental Income 401(k) Plan, Total assets ($B): 1.422154284 · Participants: 28894Supplemental Income 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Supplemental Income 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

Scale composition for Supplemental Income 401(k) Plan

Supplemental Income 401(k) Plan reports $1.4B in end-of-year assets across 28,894 participants (0.012% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.031% of 93,925,755 covered participants) - about $49,220 per participant (36% of the national average assets-per-participant) . Net income for plan year 2022 was -$249M.

This plan identity (EIN 942554388, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.4B to $1.9B (+31.2%) while covered participants moved from 28,894 to 32,778 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 28,894 $1.4B This page
2023 30,285 $1.7B Open filing
2024 · index core 32,778 $1.9B Open filing

The same sponsor also keeps 1 other index-core plan on PlainRetire:

Supplemental Income 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is General Dynamics Corporation 401(k) Plan 3.0 in VA ($1.4B); by covered participants it is Casey's General Stores 401(k) Plan in IA (28,900 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (28,894 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Supplemental Income 401(k) Plan assets move in 2022? ▼
Supplemental Income 401(k) Plan pulled back noticeably - down 14.9% during 2022, from $1.7B to $1.4B. Reported net income was -$249M.
How have Board of Trustees of Supplemental Income Trust Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees of Supplemental Income Trust Fund's sponsor-wide assets grew 31.2%, from $1.4B to $1.9B.
Where does Supplemental Income 401(k) Plan rank by assets among Form 5500 filers? ▼
Supplemental Income 401(k) Plan ranks in the 99th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the largest 1% of all filed plans).
Which 401(k) plans are similar in size to Supplemental Income 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is General Dynamics Corporation 401(k) Plan 3.0 in VA ($1.4B, 1,886 participants).
Which 401(k) plans cover a similar participant headcount to Supplemental Income 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Casey's General Stores 401(k) Plan in IA (28,900 participants, $346M in assets).